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Benefits Intelligence/Broker Directory/Massachusetts

Matt Waugh

Andover, MA

Matt Waugh of Andover, MA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $113,633 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$113,633
plan year 2025
Reported fees
$14,865

Employer clients

Plan sponsors naming Matt Waugh on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Harbor Business Compliance Corporation Dba Harbor CompliancePA1782025-12-31
Merlin Labs, Inc.MA1242025-12-31
Solo.Io, Inc.MA1062025-10-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.